Posted inHead To Head

HEAD-TO-HEAD: First State vs JP Morgan

FSA compares the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.
by Fund Selector Asia
Conclusion

123456

“JPM is a riskier proposition given its bias to small and mid caps,” said Khizou. That bias can also be a plus, especially during market rallies, when the fund can pick up more of the upside than many peer funds. However, it requires a higher risk appetite on the part of the investor.

“First State typically has better downside protection in a down market because of the focus on larger companies,” Khizou added.

First State carries the higher Morningstar analyst rating of Silver, while JP Morgan holds Bronze. The rating difference reflects JP Morgan manager Gregson’s shorter track record, while taking into account the fund performance.

123456

Related Stories

FSA SPY

The FSA Spy market buzz – 22 November 2024

Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.

Part of the Mark Allen Group.